Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,120 | $162,136-84.5% | $152,301-83.5% | $154,746-83.8% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 14.14% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,537 | $4,890-27.7% | $4,624-23.5% | $4,379-19.2% |
| Participant deferral / active EE | $6,285 | $8,341-24.7% | $8,004-21.5% | $6,730-6.6% |
| Admin fee / account holder | $10,182 | $15,759-35.4% | $14,398-29.3% | $14,365-29.1% |